Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (WI24) Questions and Answers

Opportunity Settings

Affiliation record

NPSP Settings

Relationship record

Add Program Management Module to track courses and training participation.

Add Volunteers for Salesforce to track courses and training participation.

Use Engagement Plans for donor engagement that includes courses and training participation.

Use Education Data Architecture to track fundraising, courses, and training participation.

The Individual account model is a legacy account model and is no longer recommended.

Once the Individual model is enabled, it cannot be changed.

The Account name is identical to the Contact name.

There is a risk of account data skew with the Individual account model and the large volume of contacts.

Set up a different Site in Volunteers for Salesforce for each country and set the time zone for the Site to the local time zone so all events will appear as the correct time for the time zone.

Add text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs and shifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.

Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.

Set the Volunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.

Workflow

Approval Process

Process Builder

Salesforce Flow

Create a report using the NPSP All Contacts report and add a filter to just include clients

Create a mailing list Campaign, then create a report using the type Contacts & Accounts with a filter for clients, then add to Campaign

Create a Campaign, filter a list view for clients and add to Campaign. Create a report with the type Campaigns with Campaign Members.

Create a Campaign field and add all clients to it, then use the Household Mailing List button to generate the mailing list.

Use NPSP Affiliations objects to connect the Contact to the Account for their high school and college, use the Status field there to indicate if they are currently enrolled or are former students there.

Turn on Field History Tracking for the Account lookup field on the Contact record, use the Account lookup to indicate where they are currently enrolled and change it as they move on.

Set up a Campaign for each high school and college and use Campaign Members to connect the Contact to the Campaign. Change the values in Campaign Member Status from Sent/Responded to Current/Former.

Install the Salesforce.org Higher Education Data Architecture (HEDA) managed package and use Affiliations.

Power of Us Hub

trust.salesforce.com

Partner Success Community

GitHub Cumulus Releases

Check the code coverage of the target org

Disable certain Apex classes manually in production

Check if the data is clean, structured, and in its final format

Disable certain Apex classes using TDTM

Account; Billing Address

Contact; Other Address

Account; Shipping Address

Contact; Mailing Address

Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

Create a joined report with Opportunities and Campaigns

Create a report type that includes Contacts such as the Opportunities with Contact Roles report type

Go to Setup and add the "Add to Campaign" button to the report type

Create a custom text field on the Opportunity object and use NPSP Recurring Donation Custom Field Mappings

Create a text formula field on the Opportunity object and use Process Builder to update all child Opportunities

Create a custom field on the Opportunity object and deploy a trigger to update all child Opportunity records.

Create a custom text field on the Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings

Uploading 600,000 new Organization Accounts without addresses

Uploading 400,000 new records to a custom object

Uploading 100,000 new Task records

Uploading 1 million new Contact records

There is an error message because there are closed/won donations associated with the Account record.

There is an error message because there are recurring donations associated with the Contacts in this Account.

There is an error message because there are relationships associated with the Contacts in this Account.

The Household Account record is deleted.

Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field

Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information

Insert Affiliation records, export Contact records, export Account records, upsert Contact records

Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field

Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.

Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.

Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Social Studio

Live Message

Pardot

Google Analytics

Create an Opportunity record type, called "Funds" and then create an Opportunity record for the designated fund.

Create a GAU record for the designated fun.

Create a GAU Allocation record for the designated fund.

Create a custom object for to track fund accounts and then create an Account record for the designated fund.

Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.

Write a trigger that automatically generates an Opportunity on Lead conversion.

Install a third-party app from the AppExchange that converts leads to any other object.

Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.

Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.

Create a custom field for an ID number and assign the same number to all cases that need to be connected

Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases

Create a custom object that connects Cases to each other with two Case lookup fields and add a check box field to designate the parent Case.

Create a custom installment period in NPSP Settings, and then add the tri-yearly custom installment period to the custom installment picklist.

Change one of the values on the custom installment picklist to tri-yearly.

Tri-yearly is not available as an option in Recurring Donations so for those the nonprofit will need to use Opportunities with multiple payments.

Use the tri-yearly installment period that comes by default with Recurring Donations.

Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.

Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.

Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.

Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.

Check if the report type includes Opportunities.

Check if the report type includes Payments

Check a custom field, "Check/Reference Number" on Opportunity

Check a custom field, "Check/Reference Number" on Payments

Levels

Engagement Plans

General Accounting Units

Customizable Rollups

Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructions

Visit the NPSP Installer page, install in the target organization, and complete the post-install instructions

Download each NPSP component from The Powrt of Us Hub, install organization, and complete the post-install instructions

Visit the NPSP Conversion Utility tool, install in the target organization, and complete the post-install instructions

View the Setup Audit Trail

Keep the job

Run a debug log

Delete the job

NPSP and Community Cloud

NPSP and Social Studio

NPSP and Marketing Cloud

NPSP and Pardot

Three times per year

Four times per year

Once every two weeks

Once every month

Set up a workflow rule with a weekly email alert sent to all volunteers asking them to reply back and report their hours for the week and then a user will manually enter the hours in Salesforce.

Set up a Chatter Group for each volunteer job, add volunteers who are assigned to that job, and have the volunteers log their hours in the Chatter Group.

Set up the Volunteers Personal Site and direct the volunteer to record hours on the tab there.

Set up a Log Volunteer Hours section on a page on your website and direct volunteers there to log their hours to the volunteer job or shift they worked on.

Application development

Org development

Package development

Change Set development

Add an additional Account lookup field on the Opportunity for the Donor Advised Fund

Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund

Use a GAU allocation to credit the donation to the Donor Advised Fund

Use Account Soft Credits to credit the Donor Advised Fund

Use the Salesforce Data Loader to upload the spreadsheet and then manually check for duplicates and use the NPSP Contact Merge tool to de-duplicate records.

Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Recurring Donations.

Use the Salesforce Import Wizard to upload the spreadsheet and then de-duplicate records using the NPSP Contact Merge tool.

Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Campaigns.

Activities and Customizable Rollups

Volunteer Recurrence and Customizable Rollups

Engagement Plans and Levels

Volunteer Wizard and Reports

Create a custom object for year and a custom object for project to track.

Create a Campaign hierarchy for project and year.

Create reports with bucketing and filters.

Create a process that populates custom fields for each year and project on Opportunities.

Click on "Setup" and navigate to "Schema Builder".

Install a third-party app from the AppExchange to extract the metadata.

Reference the NPSP Public Data Dictionary.

Click on "Setup" and navigate to "Objects and Fields".

Nonprofit Success Pack

Commerce Cloud

Pardot

Marketing Cloud

Check the Status picklist value on the Task object.

Check if the Campaign Member status is set to "Acknowledged".

Check the Acknowledgement Status picklist value on the Opportunity object.

Check the Acknowledgement Status picklist value on the Contact object.

Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.

Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.

Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.

Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.

Select the appropriate Record ID in the Salesforce Data Import Wizard.

Select "Insert" if the admin is using the Salesforce Data Loader.

Select "Upsert" if the admin is using the Salesforce Data Loader.

Select --None-- for all matching fields if the admin is using the Salesforce Data Import Wizard.

NPSP with Accounting Subledger

NPSP with Experience Cloud

NPSP with Account Engagement

NPSP with Program Management Module

Salesforce Known Issues

Trailhead

Power of Us Hub

Salesforce Help

Managing multiple addresses introduces more complexity.

Three addresses per contact or organization can be migrated into NPSP.

The default address is updated on a nightly basis.

Address records consume additional data storage.

Membership End Date is equal to NEXT 30 DAYS.

Membership End Date is equal to or less than NEXT 30 DAYS.

Membership End Date is equal to or greater than NEXT 30 DAYS.

Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS.

The current user has an incorrect locale.

The reciprocal relationship value is missing in the NPSP Settings tab.

The Translation Workbench is disabled.

The language is unsupported in NPSP.

Set up an implementation timeline and delivery plan.

Identify the challenges the nonprofit is currently experiencing.

Review data in a .csv file and begin mapping to existing fields.

Audit existing standard and custom objects and fields.

Cost savings

Compliance

Security

Technical Interoperability

Delivery Speed

Upgrade Accounting Subledger from Starter Edition to Growth Edition.

Set "Pledged" stage to "Committed" in Stage to State Mapping.

Set "Pledged" stage to "Finalized" m Stage to State Mapping.

Use Process Builder to create Ledger Entries on Opportunity update.

On the Trigger Handlers tab, uncheck the Active checkbox on all Trigger Handlers.

On the NPSP Settings tab, under the Batch Processing Settings page, decrease the GAU Batch Size.

On the NPSP Settings tab, decrease the batch size for NPSP rollups.

On the Trigger Handlers tab, add the consultant's username to the Usernames to Exclude field.

Create the donation opportunity for the individual. Add the board member as a Soft Credit contact role for the donation. Create k^a relationship between the board member and the individual.

Create a relationship between the individual and the board member with a Related Opportunity Contact Role of Soft Credit. Create the donation opportunity for the individual.

Create a relationship between the individual and the board member. Create the donation opportunity for the individual. Add the

board member as a Soft Credit contact role to the donation.

Create a relationship between the individual and the board member. Create the donation opportunity for the individual. Enter a Partial Soft Credit for the board member.

Accounting Subledger

NPSP Data Importer Templates

Data Import Wizard

Advanced Mapping

Journeys

Send List Email

Pardot

Salesforce Engage

Salesforce Experience Cloud

Salesforce B2B Commerce

Salesforce B2C Commerce

Salesforce Billing

People, processes, cost

Time, governance, people

Quality, processes, time

Cost, quality, time

Install NPSP

Enable My Domain

Ensure appropriate licenses are provisioned

Ensure Volunteers for Salesforce is properly configured

Payment Allocations

Recurring Donations

NPSP Settings

Accounting Triggers

Use the Volunteer Recurrence Schedules in Volunteers for Salesforce to create the volunteers' schedules.

Enter all volunteer IDs and schedules on a spreadsheet and use an ETL tool to create volunteer hours records In Volunteers for Salesforce.

Install a grid app from the AppExchange to mass enter volunteer hours based on each volunteer's schedule.

Use the Job Recurrence Schedule functionality In Volunteers for Salesforce to create the volunteers' schedules.

Select the Deceased field

Delete the values in the phone and email fields

Select the Do Not Email, Do Not Contact, and Email Opt Out fields

Delete the Contact record

Check if the correct Operation is chosen

Verify Opportunity Primary Contact

Check if the correct target custom field is chosen

Verify Customizable Rollups is enabled

Affiliation

Relationship

Contact

Account

The Nonprofit Hub group in the Trailblazer Community.

The Salesforce Trust website.

The product's GitHub repository release page.

The Nonprofit Cloud release announcement group in the Trailblazer Community.

B28 Marketing Analytics

NPSP Advanced Mapping

Salesforce Reports

Insights Platform Data Integrity

Schedule that job to run more frequently.

Decrease the batch size for that job.

Reschedule that nightly job.

Increase the batch size for that job.

Set up Automatic Opportunity Contact Roles and enter Honoree for Honoree Opportunity Contact Role.

In the New Donation entry screen populate the Honoree lookup field.

Set the Contact Role for individual Opportunities to Honoree.

Enable Advanced Mapping and map the Honoree to Honoree Opportunity Contact Role.

Affiliation record

Relationship record

NPSP Settings

Opportunity Settings

The Contact is added to an existing Account.

An Account is created with a household name.

An Account is created with the same name as the Contact.

The Account Name remains blank.

GAU Allocations

Recurring Donations

Partial Soft Credits

Multiple Payments

Delegated Administration

My Domain

Custom triggers

Customizable Rollups

Organize advocacy messages into Campaigns and add the Contacts who take action as Campaign Members.

Configure Marketing Cloud to send advocacy messages from the supporters.

Use an online advocacy platform from the AppExchange that syncs to Salesforce.

Set a new NPSP Engagement Level on a Contact every time a Contact sends an advocacy message.

The Household record type in NPSP Settings is different than the Person Accounts record type.

Create a validation rule to prevent the creation of Person Accounts.

The default record type for profiles of any user who converts leads is different than the Person Account record type.

Remove permissions to Person Accounts for all profiles except System Admin.

Create an Opportunity Contact Role for the spouse and mark it as primary.

Create an Opportunity Contact Role for the spouse and set the role to Soft Credit.

Clone the Opportunity and set the primary contact to the spouse.

Enable Automatic Soft Credit for household members in NPSP settings.

Implement Salesforce Canvas

Configure External Data Sources

Configure External Objects

Implement Distributed Marketing

Collect contact information during job sign up via Job Listings.

Attach emails from volunteers with their information to Contact records.

Set up a Personalized Volunteer Page on the nonprofit's website.

Add the Volunteer Sign Up form to the nonprofit's website.

Datorama

Marketing Cloud

Pardot

Digital Engagement

Contacts with Relationships

Opportunities with Contact Roles

Opportunities with Partial Soft Credits and Contacts

Accounts with Contact Roles and Household